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SPDR Dow Jones REIT ETF

245 hedge funds and large institutions have $1.19B invested in SPDR Dow Jones REIT ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 67 reducing their positions, and 29 closing their positions.

Holders
245
Holders Change
-4
Holders Change %
-1.61%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
71
Reduced
67
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$278M 2,881,763 -330,359 -10%
Charles Schwab
2
Charles Schwab
California
$192M 1,987,301 +54,646 +3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$65.6M 679,746 +116,979 +21%
LPL Financial
4
LPL Financial
California
$47M 487,668 +283,953 +139%
Wells Fargo
5
Wells Fargo
California
$45.1M 467,361 -41,251 -8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$40.9M 423,587 +146,570 +53%
State Street
7
State Street
Massachusetts
$39.7M 412,142 +412,142 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$37.2M 386,108 -5,510 -1%
Morgan Stanley
9
Morgan Stanley
New York
$33.4M 346,690 +36,034 +12%
MSA
10
Mason Street Advisors
Wisconsin
$30.9M 320,500
Bank of America
11
Bank of America
North Carolina
$26.9M 279,142 -6,965 -2%
Millennium Management
12
Millennium Management
New York
$22.1M 229,596 +229,596 New
UBS Group
13
UBS Group
Switzerland
$21.9M 226,705 +21,744 +11%
Truist Financial
14
Truist Financial
North Carolina
$21.7M 225,363 -10,162 -4%
AssetMark Inc
15
AssetMark Inc
California
$18.8M 195,149 +172,025 +744%
BlackRock
16
BlackRock
New York
$15.3M 158,201 -222,759 -58%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$14.4M 149,528 +149,528 New
PAG
18
Private Advisor Group
New Jersey
$12.2M 126,908 +2,475 +2%
PFM
19
Patton Fund Management
Texas
$11.8M 122,434 -3,652 -3%
Creative Planning
20
Creative Planning
Kansas
$9.93M 102,979 -5,420 -5%
FFC
21
Frederick Financial Consultants
Maryland
$9.41M 97,616 +8,140 +9%
CA
22
Clearstead Advisors
Ohio
$8.06M 83,619 +37,664 +82%
DIP
23
DT Investment Partners
Pennsylvania
$6.23M 64,577 +2,998 +5%
Goldman Sachs
24
Goldman Sachs
New York
$6.22M 64,468 -11,538 -15%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$5.8M 60,088 +685 +1%